Harvest Group Wealth Management’s Canadian Pacific Kansas City CP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-505
| Closed | -$35K | – | 172 |
|
|
2020
Q4 | $35K | Hold |
505
| – | – | 0.02% | 125 |
|
|
2020
Q3 | $31K | Hold |
505
| – | – | 0.02% | 122 |
|
|
2020
Q2 | $25K | Hold |
505
| – | – | 0.02% | 137 |
|
|
2020
Q1 | $22K | Hold |
505
| – | – | 0.02% | 131 |
|
|
2019
Q4 | $25K | Sell |
505
-1,600
| -76% | -$79.2K | 0.02% | 133 |
|
|
2019
Q3 | $94K | Hold |
2,105
| – | – | 0.12% | 57 |
|
|
2019
Q2 | $99K | Hold |
2,105
| – | – | 0.13% | 46 |
|
|
2019
Q1 | $87K | Buy |
+2,105
| New | +$87K | 0.08% | 63 |
|